Federated Hermes Kaufmann Fund C Shares: (MF: KAUCX)
(NASDAQ Mutual Funds) As of Jul 17, 2025 08:00 PM ET
$4.10 USD
+0.04 (0.99%)
Latest Performance as of Jun 30, 2025
Total Return %* | Percentile Rank Objective | |
---|---|---|
YTD | 8.87 | 17 |
3 months | 19.46 | 16 |
6 months | 8.87 | 17 |
1 Year | 16.52 | 29 |
3 Year | 13.54 | 77 |
5 Year | 3.33 | 87 |
10 Year | 8.09 | 77 |
* Annual for three years and beyond.
Bull Market (9/02 - 10/07) | 155.69 |
Bear Market (10/07 - 2/09) | -51.41 |
Bull Market (2/09 - 3/21) | 551.29 |
Load Adjusted Returns as of Jun 30, 2025
1 Year | 15.35 |
5 Year | 3.33 |
10 Year | 8.09 |
Since Inception | 8.18 |
Quarterly Return
1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
---|---|---|---|---|
2025 | -8.87 | 19.46 | NA | NA |
2024 | 8.87 | -0.74 | 7.21 | -0.17 |
2023 | 1.49 | 5.58 | -4.73 | 11.83 |
2022 | -15.76 | -18.96 | -1.82 | 3.71 |
2021 | -3.89 | 8.10 | -0.53 | -1.49 |
2020 | -14.31 | 28.86 | 5.69 | 9.58 |
Annual Return
2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
---|---|---|---|---|---|---|---|---|---|---|---|
% Total Return | 8.87 | 15.65 | 14.17 | -30.49 | 1.79 | 27.88 | 31.61 | 3.63 | 27.35 | 2.28 | 5.51 |
% Total Return Rel to Index | 2.66 | -9.36 | -12.07 | -12.29 | -26.89 | 9.48 | 0.12 | 8.03 | 5.56 | -9.64 | 4.12 |
% Total Return Rel to Peer | 5.31 | -6.35 | -11.95 | -5.63 | -13.03 | 2.10 | 6.40 | 8.05 | 8.11 | -1.21 | 5.33 |
% Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 3.00 | 5.00 | 3.00 | 3.00 | 1.00 | 3.00 | 4.00 | 2.00 |
% Dividends | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
% Yield | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Capital Gains ($) | 0.00 | 0.62 | 0.10 | 0.00 | 0.65 | 0.50 | 0.70 | 0.80 | 0.66 | 0.52 | 0.86 |
Expense Ratio | 2.46 | 2.46 | 0.01 | 2.45 | 2.42 | 2.44 | 2.45 | 2.46 | 2.47 | 2.48 | 0.03 |
* 1 = Top 20%, 5 = Bottom 20%